How to save files containing the non-English characters to avoid getting errored out during upload?
In Zuora Revenue, the file upload fails if the upload file contains the non-English characters. There are a couple of reasons for this failure.
The system profile UPLOAD_NON_ENGLISH_CHARS is set to No.
The upload file containing the non-English character data is not of the UTF-8 (encoding) type.
How to fix it?
1. Navigate to Setups >> Application >> Profiles.
Search for the UPLOAD_NON_ENGLISH_CHARS profile option and change its value from No to Yes.
2. Open your upload file using a Notepad utility and save it as (using Save As option) by choosing the Encoding as UTF-8
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Let us see a business case that a user wants to update the Bill To Customer Number attribute for a set of transactions through mass action functionality. While creating the mass action batch, the attribute Bill To Customer Number field is not available under Attributes Fields to Be Updated.
Why is the attribute unavailable?
The attributes that are configured as Editable alone, will be listed under Attributes Fields to Be Updated. In this case, the Bill to Customer Number is not set to Editable.
How to make it available?
Navigate to Setups → Application → Labels and then search for the attribute (in this case Bill To Customer Number ) that you are trying to mass update, in the search bar.
Once the Attribute that we searched appears in the result screen, you can see that the Editable option is not enabled. Toggle the button to make the field as Editable and save the changes.
Perform Mass Action now
Once done, navigate back to the mass action and you can see that the Bill To Customer Number attribute is available under the list of Attribute Fields To be Updated list.
The same steps can be followed to enable other desired attributes.
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Perform the below-described steps to include an approver to the existing MJE approvers list.
Navigate to Policies → Holds and Approvals.
Click the > symbol on the right top corner to access the menu items. Click the Approval Rules from the list.
Select the desired MJE approval rule which needs to be modified with the approvers list and click the pencil icon to edit.
In the resulting screen, click the Rule Approvers tab and click the + icon in order to add a new approver to the MJE being edited.
Choose the desired user name from the dropdown list and click the Save icon.
Once saved, the added user account will be shown in the approvers list.
Note:
Any additions to the Approver’s list will be effective only for any MJE getting routed for approvals in the future.
Existing MJE’s which are already pending for approval, will not get routed for the newly added approver(s).
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The sequence of the tasks in the Period Open/Close Template can be changed by following the below simple steps.
1. Click the hamburger icon to launch the menu.
2. Click the Period Open/Close Templates option under Policies.
3. Click the pencil icon to edit the desired template.
4. Click the Assign Tasks tab which lists the tasks along with their sequences, assigned to the template being edited.
5. For example, if the sequences of tasks 3 and 4 to be swapped, double click and update the respective sequence.
Clicking the Save button will save the changes and refreshes the screen to display the template with the revised sequences.
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This article explains the options to generate forecast entries in RevPro.
By clicking Generate Forecast menu option from the Revenue Contract (RC) Workbench.
Open the Revenue Contract in the RC workbench for which the forecast need to be generated.
Select the Generate Forecast menu option.
The forecast entries get created/adjusted for the eligible lines accordingly.
By running Revpro 3.0 Generate Forecast Master program.
This program picks only the lines which are not fully released (Release% < 100) to generate forecast schedules at system level.
By enabling the system profile option Enable Forecast
This option can be enabled if the system has to generate the forecast for all the RCs automatically when the Revenue Contract is created and automatically altered when any revenue action is performed.
If this option is enabled, it is not required to
generate forecast from the RC Workbench
run Revpro 3.0 Generate Forecast Master program manually.
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